See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,098 | $109,881+48.4% | $150,045+8.7% | $84,808+92.3% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 14.43% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,297 | $3,561-35.5% | $4,693-51.0% | $2,631-12.7% |
| Participant deferral / active EE | $5,721 | $6,636-13.8% | $7,997-28.5% | $4,212+35.8% |
| Admin fee / account holder | $4,641 | $8,568-45.8% | $13,435-65.5% | $7,344-36.8% |